INVESTMENT ADVISORY GROUP, LLC

INVESTMENT ADVISORY GROUP, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 109445). Regulatory assets under management: $1.2B.

Registration

• CRD: 109445
• SEC file number: 801-56937
• Type: Registered investment adviser
• Location: 1343 MAIN STREET, SUITE 705-787, SARASOTA, FL, 34236
• Phone: 781-826-1235
• Latest filing: 2026-02-05
• Regulatory AUM: $1.2B
• Discretionary AUM: $1.2B
• Clients: 10
• Accounts: 3,581

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109445 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search